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Daniel You-gong Yee

Money Concepts Capital Corp.

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About Daniel You-gong Yee

Daniel Yee-gong Yee is a financial advisor with Money Concepts Capital Corp. Daniel has been in the industry since 2002. Daniel is registered in 15 states and holds Series 65, Series 66, Series 7, and SIE licenses. Money Concepts Capital Corp. is a financial advisor firm headquartered in Palm Beach Gardens, Florida. They advise individuals, businesses, high-net-worth individuals, pension and profit-sharing plans, charitable organizations, and corporations. They provide financial planning, portfolio management, and general consulting services.

Firm Information

Daniel Yee is currently registered with Money Concepts Capital Corp.. Money Concepts Capital Corp. is a corporation formed in 1982 and headquartered in PALM BEACH GARDENS, FL. The firm provides financial planning and portfolio management services for individuals, businesses, and charitable organizations. Money Concepts Capital Corp. is registered with the SEC and in 53 states. They have over 400 licensed agents and manage over $2.9 billion in assets.
Money Concepts Capital Corp.

11440 JOG ROAD

PALM BEACH GARDENS, FL 33418

$2.90B

Assets Under Management

1,239

Total Clients

443

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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general consulting services

General consulting services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Solicitor fee

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Daniel Yee’s Registration & Firm History

FL

07/09/2009 - Present

Money Concepts Capital Corp. (PALM BEACH GARDENS FL)

CA

10/22/2004 - 09/05/2008

ALLSTATE FINANCIAL SERVICES, LLC (RIVERSIDE CA)

KS

01/09/2002 - 10/25/2004

WADDELL & REED, INC. (OVERLAND PARK KS)

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Licenses & Designations

IA

Issued 07/08/2009

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 01/29/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/08/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Daniel You-gong Yee. Review regulatory record here.
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